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    The Aussie funds that beat bitcoin and big tech

    It was often savvy bets at the smaller end of the market that shot the top-performing fund managers to the top of the leader table in the last financial year.

    • Updated
    • Joshua Peach

    APRA puts onus on Cbus to ensure CFMEU directors are fit, proper

    Senators have called for the construction industry fund to cut ties with the CFMEU amid allegations of criminality at the union. The prudential regulator says it is up to superannuation fund boards.

    • Hannah Wootton

    Can I put $360,000 into super before my divorce settlement?

    A reader getting $1.9 million from her ex-husband’s super fund wants advice on maximising her savings and the $15,000 she already has in her fund.

    • John Wasiliev

    ATO targets property valuations in countdown to new $3m super tax

    SMSFs are in the firing line for failing to update the market value of investment properties and commercial buildings such as farms and medical practices.

    • Duncan Hughes

    ART closes in on AustralianSuper’s top spot with new merger

    The deal will add Qantas’ $9 billion in funds under management to the Australian Retirement Trust’s ballooning $280 billion-plus asset pool.

    • Hannah Wootton

    Private equity has become hazardous terrain for investors

    The days of easy windfalls from freakishly loose monetary policy are gone. Now, private capital is much more hazardous terrain for investors.

    • John Plender

    Wealthiest Australians

    How exquisite timing and meditating shaped this Rich Lister’s fortune

    After deciding a career in law wasn’t for him, Kerry Harmanis turned to prospecting in WA. That decision led to the $3.1 billion sale of Jubilee Mines.

    • Julie-anne Sprague
    Young Rich Lister and founder of LMCT+ Adrian Portelli.

    They’re young, rich, and in the French Riviera

    Cashed-up, glamorous young Aussies have descended on Saint-Tropez and Monte Carlo, spending their time on superyachts and at $1500-plus per night hotels.

    • Yolanda Redrup
    Mutual Trust chief executive Phil Harkness says the trick to a successful wealth transfer is to get the kids in early (and give them chocolate).

    The workshop that teaches young rich kids to manage huge fortunes

    During family retreats, kids start learning about managing money and donating to charity from an early age.

    • Lucy Dean
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    Yesterday

    Most Australians’ super savings jumped significantly thanks to booming tech stocks last financial year.

    Top 10 super funds revealed for FY24

    A small mining industry fund delivered the highest returns for the second year in a row, with two retail super giants joining it in first place.

    • Hannah Wootton
    Investing in the cryptocurrency space can be daunting.

    Reshaping finance

    Probing the changing outlook for cryptocurrency investing, decentralised assets, blockchain technology and Web 3.0 at the Financial Review’s Crypto & Digital Assets Summit 2024.

    Over the past five years, financial advice fees have risen nearly 60 per cent.

    Not rich enough! Why my financial adviser dumped me

    Half a million Australians have been ‘sacked’ by their financial planners as firms clamour to win wealthier clients.

    • Penny Wise

    Where to profit from Brisbane’s Olympic property boom

    How to work out where to invest so that your gains hold for the long term.

    • Jarrod McCabe

    Spending a few hours on this now will make you richer later

    Work through these 11 steps to grow your superannuation faster.

    • Colin Lewis
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    These cheap mining stocks still offer opportunity for investors

    A drop in mining business valuations has opened a window of opportunity for investors looking to lock in cheap prices and potentially big dividends.

    • Tom Richardson

    This Month

    Sam Sicilia backs his fund’s performance, saying the long-term matters most.

    Super giant is ‘comfortable’ being among the worst funds for FY24

    Industry super fund Hostplus’ annual return for its default product was among the lowest in the sector, but CIO Sam Sicilia says its long-term plan is solid.

    • Hannah Wootton

    Popularity of sustainable ETFs dives to lowest in a decade

    Platinum Asset Management will terminate its Global Transition Fund due to low demand.

    • Michelle Bowes and Joanna Mather

    The $1m investment that will give you warm fuzzies and a tax deduction

    These funds are the vehicle chosen by many wealthy families – this is how they work.

    • Michael Hutton

    How exquisite timing and meditating shaped this Rich Lister’s fortune

    After deciding a career in law wasn’t for him, Kerry Harmanis turned to prospecting in WA. That decision led to the $3.1 billion sale of Jubilee Mines.

    • Julie-anne Sprague
    Private banks are using ETFs across their portfolios.

    The surprising asset class the rich are using to build wealth

    An increasing number of seasoned and wealthy investors are increasing their exposure to ETFs, an asset class that has been typically associated with the young.

    • Michelle Bowes
    Young Rich Lister and founder of LMCT+ Adrian Portelli.

    They’re young, rich, and in the French Riviera

    Cashed-up, glamorous young Aussies have descended on Saint-Tropez and Monte Carlo, spending their time on superyachts and at $1500-plus per night hotels.

    • Yolanda Redrup
    A politically sensitive Fed has been desperate to cut its policy rate all year.

    This rule suggests the US is on the brink of recession

    The gradual increase in US unemployment has almost satisfied the “Sahm rule”, which has correctly identified the inception of all US recessions.

    • Christopher Joye
    Protecting transfers to children is not simple, say lawyers, advisers and brokers.

    The worst way to give your kids money, according to banks

    What every parent considering gifting or lending cash to their kids for a home deposit must know.

    • Lucy Dean
    Tens of millions of dollars of clients’ funds at Brite are unaccounted for.

    Expats’ retirement savings at risk in maze of pension transfers

    Pension transfer company Brite Advisors is suspected by Australian and US officials of mishandling clients’ funds.

    • Amy Bainbridge and Ainsley Thomson
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    Mike Larcher

    A mind trick helped Mike buy this $300k car. Next? A $15m mansion

    Millionaires reveal the money psychology hacks they swear by, detailing how delayed gratification can make you richer – and more in control of your goals.

    • Nina Hendy
    Mutual Trust chief executive Phil Harkness says the trick to a successful wealth transfer is to get the kids in early (and give them chocolate).

    The workshop that teaches young rich kids to manage huge fortunes

    During family retreats, kids start learning about managing money and donating to charity from an early age.

    • Lucy Dean
    Another way for young workers to boost their final super balance is to dial up the risk in their portfolios by moving from a balanced investment option into a high-growth one.

    Can we put $2.9m from a property sale into super?

    You can – but you must tick these boxes first.

    • John Wasiliev
    The Australian dollar jumped after the greenback weakened.

    Australia will have 400,000 new millionaires by 2028

    Buoyed by property and super, Australians have become the second-richest people in the world, on paper at least.

    • Lucy Dean
    Stockland bought five land lease community projects in Queensland.

    This fledgling asset class is generating double-digit returns

    Investors are earning attractive returns from land lease communities, which can generate an annuity-style income.

    • Sam Tamblyn